THELEME INDIA MASTER FUND LIMITEDFII
Whole-market shareholding · as of Jun 2026
₹ 4,690 cr
Portfolio value
12
Companies
FII
Mostly held as
Sector allocation
- Financial Technology (Fintech)24%
- Non Banking Financial Company (NBFC)15%
- General Insurance14%
- Iron & Steel Products10%
- Automobile and Auto Components8%
- Pharmaceuticals6%
- Other23%
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All holdings 3 / 12
| Company | Sub-industry | 8-qtr trend | |||||
|---|---|---|---|---|---|---|---|
| IIFL Finance Ltd | Non Banking Financial Company (NBFC) | 2.68% | Sep '24 · 8q | ₹ 699 cr | +0.10 | ||
| One 97 Communications Ltd | Financial Technology (Fintech) | 1.02% | Jun '25 · 5q | ₹ 1,129 cr | · | ||
| Star Health & Allied Insurance Company Ltd | General Insurance | 2.00% | Mar '25 · 6q | ₹ 667 cr | · |